Institutional Ownership Texas Capital Bancshares Inc (TCBI)
This table provides information about the institutional ownership of Texas Capital Bancshares Inc (TCBI). We have compiled data on the 324 institutions that hold shares in the stock, with a total of 45.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
60
shares
|
$4,286
0.0% of portfolio
|
Q2 2024
Reduced 28.57%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
59
shares
|
$4,214
0.0% of portfolio
|
Q1 2025
Added 40.48%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
59
shares
|
$4,214
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
59
shares
|
$4,214
0.0% of portfolio
|
Q1 2025
Added 1080.0%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
55
shares
|
$3,929
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
45
shares
|
$3,214
0.0% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
45
shares
|
$3,214
0.0% of portfolio
|
Q4 2022
Reduced 45.12%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
40
shares
|
$2,857
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
40
shares
|
$2,857
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
40
shares
|
$2,857
0.0% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
38
shares
|
$2,714
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
37
shares
|
$2,643
0.0% of portfolio
|
Q1 2025
Added 85.0%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
35
shares
|
$2,500
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
34
shares
|
$2,428
0.0% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
30
shares
|
$2,143
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
27
shares
|
$1,928
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
26
shares
|
$1,857
0.0% of portfolio
|
Q1 2025
Reduced 73.2%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
24
shares
|
$1,714
0.0% of portfolio
|
Q1 2025
Added 71.43%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
17
shares
|
$1,214
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
16
shares
|
$1,143
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
16
shares
|
$1,143
0.0% of portfolio
|
Q1 2025
Reduced 70.91%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
15
shares
|
$1,071
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
15
shares
|
$1,071
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
15
shares
|
$1,071
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
14
shares
|
$1,000
0.0% of portfolio
|
Q1 2025
New holding
|